Christopher Mueller is a financial advisor with Ameriprise in Beaverton, OR, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Mueller is also involved in independent insurance brokering with UnitedHealthCare. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, providing tailored recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and employs algorithmic automation overseen by a Retirement Income Oversight Committee.

Matthew Moeller is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte Consulting and NIIT, USA. Outside of his advisory role, he serves as executor for an estate and is president of a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a large national network of financial advisors.

Lucas Flick is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Oregon State University, Gee Automotive Portland XI LLC, and Axa Advisors, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, with investment strategies supported by internal research and technology, including artificial intelligence.

Samuel Watry is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Justin Berry is a CFP® with 16 years of industry experience, currently affiliated with Cetera. He has held various roles since 2010, including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. In addition to his advisory work, Berry acts as an agent and broker in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lori Black is a financial advisor with Edward Jones in Lake Oswego, OR, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining one of the largest networks of financial advisors and branch offices in the industry.

Matthew Brodsky is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate companies since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data, with investment options influenced by its affiliated product network.

Brandon Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge and its related entities since 2008 and also maintains involvement with Financial Reserve, Inc., where he serves as an independent insurance agent. Additionally, Erickson owns SolidGoldUnicorn, a business specializing in sports trading card sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a varied client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Austin Hough is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience in real estate with EXP Realty of California and Sotheby's International Realty. Outside of advising, he owns and operates Creative Reef Designs LLC, a business specializing in aquarium design, installation, and maintenance. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adina Flynn is a financial advisor with Ameriprise in Portland, OR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Flynn serves as Fundraising Chair on the Board of Directors for the Portland Pearl Rotary Club. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Zachary Beck is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior roles include seven years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. He is also involved in estate management as an executor for family estates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services supported by proprietary research and tools, with clients deciding on implementation through various brokerage and advisory programs.

Kerri Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since the early 1980s. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliate companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Freda Beal is a financial advisor with Wells Fargo Clearing in Milwaukie, OR, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Beal also serves as a trustee and co-trustee for family trusts, dedicating time to those responsibilities outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven, modern portfolio theory approach and offering both discretionary and non-discretionary advisory services.

Timothy Reichstein is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked at CUSO Financial Services, LP for 10 years and has been affiliated with Columbia Credit Union for over a decade. He serves as a board member of the Ridgefield Public Schools Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Donald Zabudsky is a financial advisor with Morgan Stanley in Lake Oswego, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zabudsky is involved as a partner in an investment-related business, Z Homes LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and model-based analyses as part of its financial planning process.

Jamie Zolezzi is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Cetera. Prior to joining Cetera in 2025, Zolezzi worked at Avantax Investment Services and Avantax Advisory Services, as well as 1st Global Advisors Inc. In addition to financial advising, Zolezzi is a certified public accountant and serves as a referring advisor at Jones & Roth, Pc, where they have been employed since 2004. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Katrina Stump is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and City National Bank. Outside of her advisory role, she manages a sole proprietorship related to childcare responsibilities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Nathan Pederson is an Investment Advisor Representative with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and is based in Portland, OR. Prior to his advisory role, his background includes diverse experiences such as entrepreneurship with Tiny 3D Temples and work in pest control and landscaping. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Anna Pomykala is a financial advisor at Cetera with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated entities since 2019, following 15 years at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Spencer Strahan is a financial advisor with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory work, he serves as a director for the Western Golf Association-Evans Scholars Foundation and as vice president of a homeowners association in Portland, Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.